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Caterpillar
CAT

Overview Fund Activity

1,511 hedge funds and large institutions have $54.5B invested in Caterpillar in 2018 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 583 increasing their positions, 542 reducing their positions, and 90 closing their positions.

Holders
1,511
Holders Change
+7
Holders Change %
+0.47%
% of All Funds
34.64%
Holding in Top 10
29
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-35.56%
% of All Funds
0.66%
New
114
Increased
583
Reduced
542
Closed
90
Calls
$1.4B
Puts
$1.89B
Net Calls
-$482M
Net Calls Change
+$526M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.69B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$156M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$101M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$76.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$449M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.62B
2
EVM
2
Eaton Vance Management
Massachusetts
$153M
3
Goldman Sachs
3
Goldman Sachs
New York
$507M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$636M
5
TCIM
5
TIAA CREF Investment Management
New York
$540M
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
126
TD Asset Management
Ontario, Canada
$38M 279,854 -45,718 -14%
MG
127
Markel Group
Virginia
$37.7M 278,000 – –
Calamos Advisors
128
Calamos Advisors
Illinois
$37.6M 277,373 +33,256 +14%
Fidelity International
129
Fidelity International
Bermuda
$37.4M 275,997 -23,120 -8%
TAM
130
Tocqueville Asset Management
New York
$37.4M 275,920 +6,585 +2%
OI
131
Oakbrook Investments
Illinois
$37.4M 275,467 -109 -0%
PI
132
Putnam Investments
Massachusetts
$37.3M 275,289 -102,236 -27%
CWM
133
CIBC World Markets
New York
$36.7M 270,386 -231,754 -46%
NB
134
Norinchukin Bank
Japan
$36.5M 268,928 +49,778 +23%
CM
135
Castleark Management
Illinois
$36.3M 267,613 +35,516 +15%
Mitsubishi UFJ Asset Management
136
Mitsubishi UFJ Asset Management
Japan
$36.3M 267,424 -764 -0.3%
Bank of Nova Scotia
137
Bank of Nova Scotia
Ontario, Canada
$34M 250,353 +121,378 +94%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$33.8M 249,095 +25,672 +11%
State of Tennessee, Department of Treasury
139
State of Tennessee, Department of Treasury
Tennessee
$33.7M 248,394 -337,341 -58%
MMH
140
Menora Mivtachim Holdings
Israel
$33.6M 247,635 +146,300 +144%
SGAM
141
Smith Group Asset Management
Texas
$33.5M 246,923 +9,030 +4%
Nordea Investment Management
142
Nordea Investment Management
Sweden
$33.1M 244,137 +194,548 +392%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$33M 243,490 +17,373 +8%
AIG
144
American International Group
New York
$32.6M 240,182 -636 -0.3%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$32.4M 239,139 +150,944 +171%
Royal London Asset Management
146
Royal London Asset Management
United Kingdom
$32M 235,467 +235,467 New
Citigroup
147
Citigroup
New York
$31M 228,813 -77,695 -25%
AC
148
Ashler Capital
Illinois
$31M 228,327 +228,327 New
RJFSA
149
Raymond James Financial Services Advisors
Florida
$30.7M 226,095 +291 +0.1%
USAA
150
United Services Automobile Association
Texas
$30.6M 225,514 -70,275 -24%
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